feat: add "Sync Now" to Plaid Settings (#23602)
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
index 22a4004..f26b130 100644
--- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
@@ -15,6 +15,22 @@
frm.add_custom_button('Link a new bank account', () => {
new erpnext.integrations.plaidLink(frm);
});
+
+ frm.add_custom_button(__("Sync Now"), () => {
+ frappe.call({
+ method: "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.enqueue_synchronization",
+ freeze: true,
+ callback: () => {
+ let bank_transaction_link = '<a href="#List/Bank Transaction">Bank Transaction</a>';
+
+ frappe.msgprint({
+ title: __("Sync Started"),
+ message: __("The sync has started in the background, please check the {0} list for new records.", [bank_transaction_link]),
+ alert: 1
+ });
+ }
+ });
+ }).addClass("btn-primary");
}
}
});
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
index e535e81..e12d9ee 100644
--- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
@@ -166,7 +166,6 @@
related_bank = frappe.db.get_values("Bank Account", bank_account, ["bank", "integration_id"], as_dict=True)
access_token = frappe.db.get_value("Bank", related_bank[0].bank, "plaid_access_token")
account_id = related_bank[0].integration_id
-
else:
access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
account_id = None
@@ -228,13 +227,19 @@
def automatic_synchronization():
settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
-
if settings.enabled == 1 and settings.automatic_sync == 1:
- plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
+ enqueue_synchronization()
- for plaid_account in plaid_accounts:
- frappe.enqueue(
- "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
- bank=plaid_account.bank,
- bank_account=plaid_account.name
- )
+
+@frappe.whitelist()
+def enqueue_synchronization():
+ plaid_accounts = frappe.get_all("Bank Account",
+ filters={"integration_id": ["!=", ""]},
+ fields=["name", "bank"])
+
+ for plaid_account in plaid_accounts:
+ frappe.enqueue(
+ "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
+ bank=plaid_account.bank,
+ bank_account=plaid_account.name
+ )